Plaisier Financial Group provides investment advice and portfolio supervisory services. Client assets are held at TD Ameritrade Institutional. Services are tailored to individual client needs, starting with an initial interview to determine their financial situation and investment objectives. Clients receive confirmations and quarterly statements. Clients can place restrictions on investments in certain securities. Jana Plaisier is the founder and managing member.
Assets Under Management$8.7M
Clients97
Advisors1
Avg. per Client$90K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 1.00% |
Fee is negotiable for assets over $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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